Wisconsin Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $401K | Hold |
5,210
| – | – | 0.14% | 99 |
|
|
2014
Q3 | $360K | Hold |
5,210
| – | – | 0.13% | 95 |
|
|
2014
Q2 | $373K | Sell |
5,210
-80
| -2% | -$5.73K | 0.14% | 93 |
|
|
2014
Q1 | $376K | Hold |
5,290
| – | – | 0.14% | 91 |
|
|
2013
Q4 | $342K | Hold |
5,290
| – | – | 0.13% | 85 |
|
|
2013
Q3 | $331K | Hold |
5,290
| – | – | 0.14% | 84 |
|
|
2013
Q2 | $301K | Buy |
+5,290
| New | +$301K | 0.13% | 82 |
|